From the Publisher
Applying the wit, humor and clarity that have epitomized his seminars for over 20 years, Dr. Recer has written an engaging and useful book that shows how lay people can grasp the elements of estate planning. Using his system, they can design their own plan that will avoid the unhappy circumstances that surround so many family plans.
The last thing you want to leave your children is a fuss and a fight.
It is almost impossible to remedy the problems of poor estate planning. Families still pay far more taxes and create far more ill-will than can be undone.
Far better that families read and heed the simple solutions Dan so clearly presents in this wonderful, readable book.
Unlike most financially-oriented books, this one illustrates each concept with one of the multitude of stories Dan has gleaned from his thousands of personal estate planning sessions. Instead of quoting lengthy paragraphs from the IRS Rules and Regulations, Dan applies the truths of the Code using real-life, true stories that he lived when meeting with families in the 25 states where he has conducted seminars.
As a former college Vice President, a former technical sales executive and a former Presidential Appointee in the federal government, Dan Recer has a broad-based background. Calling upon all his experience in these roles, he has created a system that allows lay people to understand and to apply estate planning devices that save their hard-earned money and avoid years of family-rending misunderstanding and heartache.
Every Mother-in-Law in America will find helpful ideas in the pages of this book.
All Fathers-in-Law will find Dan's estate planning principles to be practical, understandable and valuable.
Whether you want to disinherit your Son-in-Law ... or to give him the key to the family vault ..., the Recer system will show you how to do it in the most cost-effective, private and ex- peditious way.
The modest investment of time and money required to read this book pales in comparison to the economic and emotional savings inherent in its pages.
In addition to serving as a text for lay people, this book will be a valuable resource for all financial professionals; it will show them how to translate the complexities of estate planning into terms their clients can easily understand and apply.
Dr. J. Dan Recer has plowed new ground by demystifying the complexities of estate planning and by translating the arcane professional Legalese into the everyday language of American business and society.
About the Author
As President of the American Institute for Cancer Research, he initiated that organization s planned giving program.
Devoting his full time to estate planning consulting in 1987, he has conducted seminars in 25 states, sponsored by over 100 nonprofit organizations.
A Civil War buff, Dan spends his weekends touring historic battle sites.